Latest Institutional Purchases of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
45.2K+ 941.67% |
$3.57M - $4.22M
|
50K
$4.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
44KNew |
$3.48M - $4.11M
|
44K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
39KNew |
$3.08M - $3.64M
|
39K
$3.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
38.7KNew |
$3.06M - $3.61M
|
38.7K
$3.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
27.9KNew |
$2.21M - $2.61M
|
27.9K
$2.39M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
23.4KNew |
$1.85M - $2.18M
|
23.4K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
23K+ 249.62% |
$1.82M - $2.15M
|
32.3K
$2.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
22.5KNew |
$1.78M - $2.1M
|
22.5K
$1.93M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
20.3KNew |
$1.61M - $1.9M
|
20.3K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
20KNew |
$1.58M - $1.87M
|
20K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
17KNew |
$1.35M - $1.59M
|
17K
$1.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
16.1K+ 31.57% |
$1.27M - $1.5M
|
66.9K
$5.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
15.4KNew |
$1.22M - $1.44M
|
15.4K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
14KNew |
$1.11M - $1.31M
|
14K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
13.9K+ 45.16% |
$1.1M - $1.3M
|
44.7K
$3.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Vista Finance, LLC
|
BUY
|
- |
13.1KNew |
$1.04M - $1.23M
|
13.1K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
10.9K+ 77.19% |
$864K - $1.02M
|
25.1K
$2.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
8.93KNew |
$706K - $833K
|
8.93K
$765K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.56KNew |
$677K - $799K
|
8.56K
$734K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.27KNew |
$654K - $772K
|
8.27K
$709K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
7.96K+ 45.72% |
$629K - $743K
|
25.4K
$2.17M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.16KNew |
$566K - $669K
|
7.16K
$614K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.65KNew |
$447K - $527K
|
5.65K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5K+ 100.0% |
$395K - $467K
|
10K
$857K
|
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
5KNew |
$395K - $467K
|
5K
$429K
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
4.9KNew |
$388K - $457K
|
4.9K
$420K
|
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
4.7KNew |
$372K - $439K
|
4.7K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
4.48KNew |
$354K - $418K
|
4.48K
$384K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.4KNew |
$348K - $411K
|
4.4K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.26KNew |
$337K - $398K
|
4.26K
$365K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
4KNew |
$316K - $373K
|
4K
$343K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
3.74KNew |
$296K - $349K
|
3.74K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
3.64KNew |
$288K - $340K
|
3.64K
$312K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.44KNew |
$272K - $321K
|
3.44K
$295K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.14K+ 118.07% |
$248K - $293K
|
5.79K
$497K
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
3.05KNew |
$241K - $285K
|
3.05K
$262K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
PUT |
3KNew |
$237K - $280K
|
3K
$257K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.82KNew |
$223K - $263K
|
2.82K
$242K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
2.72KNew |
$215K - $254K
|
2.72K
$233K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
2.71KNew |
$214K - $253K
|
2.71K
$232K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.63KNew |
$208K - $246K
|
2.63K
$225K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.56KNew |
$202K - $239K
|
2.56K
$219K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.54KNew |
$201K - $238K
|
2.54K
$218K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
2.45KNew |
$193K - $228K
|
2.45K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.36KNew |
$187K - $221K
|
2.36K
$202K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.29KNew |
$181K - $214K
|
2.29K
$196K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.26KNew |
$179K - $211K
|
2.26K
$194K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$178K - $211K
|
2.26K
$193K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.24KNew |
$177K - $209K
|
2.24K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.21KNew |
$175K - $207K
|
2.21K
$190K
|